Trust Operations Officer jobs in South Dakota

Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Trust Officer
  • Trident Trust
  • Sioux Falls, SD FULL_TIME
  • Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire a Trust Officer. The Trust Officer will report directly to the Director(s) of Trust and Fiduciary Service. In their absence, the General Manager, or other senior manager within the office, will provide management, instruction and guidance. 

     

    The Trust Officer will assist with the training and oversight of a small team of Trust Administrator(s) and/or Trust Administrative Assistant(s), as assigned to their team. Trust Officers are responsible for knowing and following all company policies and procedures and to use that information for participation in department meetings.

    This role will have no direct reports.

     

    Role & Responsibilities:

    • Review, complete, and present discretionary requests to Trust Administration Committee.
    • Review, complete and approve daily transactions and follow-up to ensure accurate processing and escalate any issues to compliance/management.
    • Ensure outside Tax preparation procedures are followed and completed.
    • Participate in conversations with Internal Auditors, SD Division of Banking, and other regulators, and examiners along with the preparation and review of any deliverables.
    • Administer a portfolio of key clients including some complex structures.
    • Administer a variety of asset classes held within entities.
    • Ensure all projects are completed in a timely fashion.
    • Ensure account files are kept up to date.
    • Review and complete annual administration reviews, risk reviews, investment reviews and other reviews as deemed necessary.
    • Review and complete account closing/termination package.
    • Review and complete forms for additions/revocations of assets.
    • Responsible for all aspects of Trust administration and ongoing relationship management.
    • Assist with new business development and prepare required new account paperwork.

     

    Minimum Qualifications:

    • Associate degree in business, legal, finance, accounting, or another relevant field. 
    • 3-5 years working in trust administration/management or combination of education and experience.
    • Proficient in Microsoft Office Suite, Adobe, cloud-based software, and willingness to learn new programs.

     

    Preferred Qualifications:

    • Bachelor’s or master’s degree in business, legal, finance, accounting, or another relevant field. Juris Doctorate is ideal.
    • Bilingual a plus (Mandarin, Spanish, or Portuguese).
    • Experience with state and federal compliance laws and practices as related to trust accounts i.e., BSA/AML.
    • Strong, professional, verbal, and written communication skills.
    • Excellent organizational and time management skills with an innate attention to detail.
    • Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
    • Read, analyze, and interpret general business periodicals, professional journals, and technical procedures.
    • A sound understanding of various asset classes.
    • Ability to be self-directed and delegate, as appropriate.

     

    In addition to the above essential duties and responsibilities, this role includes other duties as assigned. This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties This job description does not constitute a written or implied contract of employment.

     

    Compensation:

    An attractive compensation package is available and will be based upon the successful candidate’s relevant experience and overall suitability for the position.

     

    EQUAL EMPLOYMENT OPPORTUNITY 

    Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.  

  • 18 Days Ago

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Senior Trust Officer
  • Bankers Trust
  • Sioux Falls, SD FULL_TIME
  • Job Brief Responsible for the daily activities related to the administration and maintenance of South Dakota directed trusts, family office, and traditional fiduciary relationships. There are importan...
  • 1 Month Ago

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VP, Trust Officer
  • American Bank & Trust
  • Huron, SD FULL_TIME
  • POSITION SUMMARY: Responsible for the development of sales and administration of client accounts in your market and the surrounding markets. Provides back-up support to the SVP/Trust & Wealth Manageme...
  • 21 Days Ago

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Trust Officer II - Sioux Falls, SD
  • Bankers Trust
  • Sioux Falls, SD FULL_TIME
  • Job Brief Responsible for the daily activities related to the administration and maintenance of South Dakota directed trusts, family office, and traditional fiduciary relationships. There are importan...
  • 17 Days Ago

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Trust Officer
  • Liberty National Bank
  • Dakota, SD FULL_TIME
  • It is the intention of Liberty National Bank to provide a team-oriented work environment for individuals who are qualified for employment opportunities. For consideration submit your resume to the Hum...
  • 21 Days Ago

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Trust Officer
  • BitGo
  • Sioux Falls, SD FULL_TIME
  • BitGo is the leader in digital asset financial services, providing institutional investors with liquidity, custody, and security solutions. Founded in 2013, BitGo pioneered the multi-signature wallet ...
  • 6 Days Ago

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Operations Administrator
  • CRSG Construction & Realty Services Group
  • New York, NY
  • Job Description Job Description Position Overview: The Operations Manager is responsible for overseeing and optimizing v...
  • 3/29/2024 12:00:00 AM

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Operations Administrator
  • Equinox
  • New York, NY
  • Company Description OUR STORY Equinox Group is a high growth collective of the world's most influential, experiential, a...
  • 3/28/2024 12:00:00 AM

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Operations Administrator
  • Marvin
  • Saint Paul, MN
  • The Operations Administrator is responsible for supporting the operations team with non-customer facing administrative t...
  • 3/28/2024 12:00:00 AM

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Operations Administrator
  • TRIGO Global Quality Solutions
  • Taylor, MI
  • TRIGO is seeking to fill a Operations Administrator position Taylor, MI. Overall Purpose of an Operations Administrator ...
  • 3/27/2024 12:00:00 AM

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Operations Administrator
  • Advanced Robotics Group, LLC
  • Houston, TX
  • Job Description Job Description As Operations Administrator you will directly impact the growth and success of the compa...
  • 3/27/2024 12:00:00 AM

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Operations Administrator
  • Construction Realty Safety Group (CR Safety)
  • New York, NY
  • Position Overview: The Operations Manager is responsible for overseeing and optimizing various operational activities wi...
  • 3/25/2024 12:00:00 AM

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Operations Administrative Specialist
  • Cherokee Nation Businesses
  • New Orleans, LA
  • Job Description Operations Administrative Specialist This position requires an active Secret clearance or the ability to...
  • 3/25/2024 12:00:00 AM

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Operations Administrator
  • Macrena Corporation DBA Everline Coatings and Services Orlando South
  • Orlando, FL
  • Job Description Job Description Current reporting location in Casselberry, planning to move to South Orlando/Kissimmee a...
  • 3/25/2024 12:00:00 AM

South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$65,461 to $94,650

Trust Operations Officer in Davenport, IA
The Senior Trust Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
February 18, 2020
Trust Operations Officer in Rapid City, SD
Smith brings extensive industry experience in Retail Operations, Lending, Business Development, Marketing and Training.
December 13, 2019
Trust Operations Officer in Stockton, CA
His track record includes streamlining operations, maximizing productivity and reducing costs for manufacturing companies in the U.S.
December 15, 2019